Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,088 | $166,131+99.3% | $164,975+100.7% | $145,877+127.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.41% | 100.37%-87.0pp | 70.12%-56.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $75,000 | $5,276+1321.6% | $4,343+1627.1% | $4,663+1508.4% |
| Participant deferral / active EE | $14,625 | $6,962+110.1% | $6,033+142.4% | $6,691+118.6% |
| Admin fee / account holder | $2,806 | $16,648-83.1% | $12,688-77.9% | $13,402-79.1% |